Financial Planning Specialists - The Third Stage

Cooper & Associates Wealth Management
Weir Bank
Bray
Maidenhead
Berkshire
SL6 2ED
Tel: 01628 762694
Fax: 0872 111 5668
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Wealth Management

The Third Stage - Product Planning

Having been through the Lifestyle Financial Planning process, should your financial plan indicate that you need financial products to satisfy the needs of your financial plan, (and therefore your real goals and objectives), then, and only then, do we move to the third stage of the process - Product Planning.

This is where we research the whole market to identify the financial products best suited to your objectives and the needs of your financial plan. This stage involves the use of sophisticated independent product research software to compare product ‘wrappers’, fund performance, volatility, asset allocation for suggested funds etc, etc. This stage will involve rigorous research on our part including a detailed recommendation report.

This third stage is always the final stage of the comprehensive process we use with clients and it only occurs when we know exactly what you are trying to achieve in the first place.

In many ways this process is directly opposite to most financial advisers who are only interested in selling products. We believe that a financial adviser has no right to ‘sell’ you a product unless they have carried out this three stage process.

Cooper & Associates Wealth Management is Authorised and Regulated by the Financial Services Authority.

We are entered in the FSA's register under reference 503687. www.fsa.gov.uk/register

The Financial Services Authority does not regulate some forms of tax planning, taxation and trust advice.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

In this section:
	The First Stage - Lifeplanning™
	The Second Stage – Financial Planning
	The Third Stage - Product Planning